Kurt Oelze, financial advisor Phoenix AZ

Kurt Oelze

CRD Number: 4582462
Current Firm: Kurt Oelze, LLC

Kurt Oelze (CRD# 4582462) is an Investment Advisor Representative working at Kurt Oelze, LLC in Phoenix, AZ and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Kurt Oelze, LLC Phoenix, AZ Jun 2004 - Current 19
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Kurt Oelze
Phone Number: 602-515-9508
Registered State(s):
  • AZ
Current Firm Details
Kurt Oelze, LLC
Firm's CRD Number: 132874
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $307,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ

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